+227.4%
CVSA vs VOO
+817.1%
-589.6%
-74.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.7% | +0.7% |
| 7D | -4.7% | +0.1% | -4.9% | -4.9% |
| 30D | -0.6% | +0.1% | -0.7% | -0.6% |
| 3M | +2.9% | +2.0% | +0.9% | +0.6% |
| 6M | +27.3% | +13.0% | +14.2% | +13.8% |
| YTD | +23.8% | +13.6% | +10.2% | +10.1% |
| 1Y | -5.0% | +20.1% | -25.0% | -19.6% |
| 3Y | +181.5% | +77.6% | +104.0% | +70.2% |
| 5Y | +245.3% | +82.4% | +162.8% | +100.1% |
| 10Y | +468.7% | +316.8% | +151.9% | +47.1% |
| All | +227.4% | +817.1% | -589.6% | -64.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling